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The Best PDF Readers for Accountants
A PDF is the most professional way for accountants to share information. Here are the six top PDF viewer and editor solutions that are currently available.
Total Tax Services Experience: How to Double Client Base with Minimal Effort
Meet Cassandra Centeno, owner of Total Tax Services. Last year she grew her client base to 150, and she’s planning on doubling this number this year.
Tax Man To You Experience: Scaling a Sales Tax Business 2x
Meet Brittany Pullin, manager and sales tax associate at Tax Man To You, LLC. The firm focuses on e-commerce sellers and sales taxes. Having experienced strong growth for the last 3 years, Tax Man To You were looking to build predictable processes and centralize client management.
Carter Cook CPAs Experience: Building a New Age Accounting Firm
Meet Michelle Cook, one of the partners at Carter Cook CPAs that helps small local businesses run more efficiently and maximize profit.
Stephanie Papini CPA Experience: Building an Accounting Business After Maternity Leave
Meet Stephanie Papini — a Toronto based CPA with a background in an auditing firm. While on maternity leave, Stephanie started building her own accounting business taking on clients from a retiring family member.
Workflow Automation Update: Moving Jobs Between Pipelines
Robust TaxDome automations now allow you to keep context inside Jobs through different client lifecycles. We’re introducing the ability to move Jobs between pipelines that serve this exact purpose.
Advanced Workflow Automation: Introducing Conditional Stages
Not too long ago we introduced conditional automations. This powerful feature allows you to run different automations for different types of clients within one pipeline based on account tags. For example, you can send different email templates to new and returning clients.
Email Management Update: Delay or Schedule Sending Emails
Are you a night owl? Many of us are, too - but we may not want our clients to know that. Today we’re happy to introduce the ability to schedule emails in TaxDome.
TaxDome Partner Program Officially Launched
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We are psyched to announce the TaxDome + Zapier integration.You can now connect TaxDome to various other apps you use, such as Google Sheets or Mailchimp.
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